Financial Advisor

Company Description Synergy Financial Advisers Ltd is a Singapore-based firm providing comprehensive, one-stop solutions for diverse financial planning needs. The organization emphasizes partnership, technology, and innovation to help clients work toward financial freedom. Guided by the core values of People, Professionalism, and Progress, Synergy aims to be the most admired financial advisory firm in Asia. The firm is distinguished as the only financial advisory company in Singapore certified in the Singapore Quality Class with People and Innovation, and holds Data Protection Trustmark, ISO 9001, and ISO 27001 certifications. These achievements reflect a strong commitment to service quality, data security, and continuous improvement for both clients and team members.

Role Description The Financial Advisor role is a full-time, hybrid position based in Singapore, with flexibility for some work-from-home arrangements. The Financial Advisor will meet with clients to understand their financial goals, analyze their current financial situation, and develop tailored financial plans and strategies. Daily tasks include providing advice on investments, retirement planning, risk management, and overall financial planning, while ensuring recommendations align with regulatory and compliance requirements. The role involves preparing financial reports, reviewing portfolios regularly, and adjusting plans in response to market changes and client life events. The Financial Advisor will also collaborate with internal teams, use technology tools to enhance advisory services, and participate in client acquisition and relationship-building activities.

Qualifications

• Candidates should possess strong Financial Planning and Financial Advisory skills.
• Candidates should possess solid Finance and Investments skills.
• Candidates should possess expertise in Retirement Planning.
• Candidates should possess strong client relationship management and communication skills.
• Candidates should possess analytical and problem-solving abilities, with attention to detail.
• Candidates should possess familiarity with regulatory requirements and ethical standards in financial services.
• Candidates should possess proficiency with digital tools and financial planning software.
• Candidates should ideally have relevant certifications (e.g., CFP, CFA, or equivalent) and a degree in Finance, Business, Economics, or a related field.